Oliver Lagore Vanvalin Investment Group’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio GTEK Stock Details GTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-145	Closed	-$3.47K	–	806
2023 Q1	$3.47K	Sell	145 -17,400	-99%	-$403K	﹤0.01%	534
2022 Q4	$367K	Buy	17,545 +2,407	+16%	+$51.2K	0.21%	59
2022 Q3	$317K	Sell	15,138 -62,614	-81%	-$1.5M	0.2%	67
2022 Q2	$1.78M	Buy	77,752 +77,180	+13,493%	+$2.01M	1.04%	21
2022 Q1	$18K	Sell	572 -55,448	-99%	-$1.81M	0.01%	264
2021 Q4	$2.2M	Buy	+56,020	New	+$2.22M	0.16%	64

Other funds holding GTEK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GTEK Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Goldman Sachs Future Tech Leaders Equity ETF (GTEK) in Q2 2023, closing a stake of 145 shares — an estimated $3.47K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GTEK in Q4 2021 and held it in 6 quarters. The position peaked at $2.2M in Q4 2021. 19 funds tracked by Wall St. Rank hold GTEK as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining Goldman Sachs Future Tech Leaders Equity ETF position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 145 Goldman Sachs Future Tech Leaders Equity ETF shares in Q2 2023, an estimated $3.47K.
Oliver Lagore Vanvalin Investment Group first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q4 2021 and held it in 6 quarters.
Oliver Lagore Vanvalin Investment Group's Goldman Sachs Future Tech Leaders Equity ETF position peaked at $2.2M in Q4 2021.
19 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.